William Weckback
William Weckback is a CFP-designated registered investment advisor at Mbm Wealth Consultants, LLC, based in Chesterfield, MO, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 642 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
Location
16401 Swingley Ridge Rd., Suite 450, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent at MBM Insurance Services, LLC, dedicating a few hours per week to sales and service of fixed insurance products. He also serves as a finance committee member for St. Peter Catholic Church, a member of BW Wealth Consulting, LLC and Weckback Property Management, LLC, and a registered agent for Wange, LLC.
Employment History
Current Registrations
Mbm Wealth Consultants, LLC
Previous Registrations
Oneamerica Securities, INC.
Metlife Securities INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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